
Financial Advisor
3 weeks ago
I am expanding my team of Financial Advisors. Connect with me if you are interested by sending me a message or click FINANCIAL ADVISOR – APPLY NOW…
Company Description
The Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.
Role Description
- Meet with clients face-to-face or online for consultations on financial planning and investment strategies
- Develop a strategize financial plans to help clients achieve their goals
- Evaluate and recommend insurance products that are tailored fit to client\'s goals
- Perform policy review to re-asses financial situations and re-strategize
Qualifications
- Willingness to learn
- Goal-driven
- Process and System oriented
- You need to have means to work remotely
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Insurance Agencies and Brokerages
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